Mission Creek Capital Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,891
| Closed | -$224K | – | 204 |
|
|
2025
Q1 | $224K | Sell |
1,891
-1,020
| -35% | -$121K | 0.05% | 187 |
|
|
2024
Q4 | $321K | Hold |
2,911
| – | – | 0.07% | 187 |
|
|
2024
Q3 | $352K | Sell |
2,911
-215
| -7% | -$26K | 0.08% | 174 |
|
|
2024
Q2 | $341K | Sell |
3,126
-3,199
| -51% | -$349K | 0.09% | 162 |
|
|
2024
Q1 | $796K | Sell |
6,325
-3,832
| -38% | -$482K | 0.21% | 122 |
|
|
2023
Q4 | $1.28M | Sell |
10,157
-1,004
| -9% | -$127K | 0.33% | 89 |
|
|
2023
Q3 | $1.37M | Sell |
11,161
-487
| -4% | -$59.9K | 0.46% | 70 |
|
|
2023
Q2 | $1.72M | Sell |
11,648
-1,468
| -11% | -$217K | 0.55% | 52 |
|
|
2023
Q1 | $2.06M | Sell |
13,116
-65
| -0.5% | -$10.2K | 0.7% | 39 |
|
|
2022
Q4 | $2.09M | Sell |
13,181
-208
| -2% | -$33K | 0.75% | 41 |
|
|
2022
Q3 | $1.84M | Sell |
13,389
-24
| -0.2% | -$3.3K | 0.7% | 46 |
|
|
2022
Q2 | $1.72M | Sell |
13,413
-25
| -0.2% | -$3.2K | 0.57% | 61 |
|
|
2022
Q1 | $1.82M | Sell |
13,438
-623
| -4% | -$84.4K | 0.49% | 72 |
|
|
2021
Q4 | $1.91M | Hold |
14,061
| – | – | 0.38% | 78 |
|
|
2021
Q3 | $1.69M | Sell |
14,061
-520
| -4% | -$62.4K | 0.31% | 78 |
|
|
2021
Q2 | $1.89M | Sell |
14,581
-246
| -2% | -$31.9K | 0.3% | 69 |
|
|
2021
Q1 | $1.88M | Buy |
14,827
+653
| +5% | +$82.6K | 0.28% | 66 |
|
|
2020
Q4 | $1.64M | Buy |
14,174
+1,301
| +10% | +$150K | 0.5% | 60 |
|
|
2020
Q3 | $1.49M | Buy |
+12,873
| New | +$1.49M | 0.59% | 52 |
|